Chicago Partners Investment Group’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Buy
1,783
+79
+5% +$16.6K 0.01% 735
2025
Q1
$388K Sell
1,704
-147
-8% -$33.5K 0.01% 601
2024
Q4
$391K Buy
1,851
+695
+60% +$147K 0.01% 577
2024
Q3
$258K Buy
+1,156
New +$258K 0.01% 668